Aditya Birla Sun Life Savings Fund vs HDFC Ultra Short Term Fund compare
HDFC Ultra Short Term Fund - Growth Option
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Fund | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹14735 Cr | ₹16798 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Sep 2018 | 17 Apr 2003 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 26% | 24% |
Expense Ratio | 0.69 | 0.55 |
Manager | Anil Bamboli | Dhaval Joshi |
ISIN Code | INF179KB11R3 | INF209K01LZ1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Month | 0.97% | 1.08% |
6 Month | 3.84% | 4.11% |
1 Year | 7.54% | 7.93% |
3 Year | 6.74% | 7.03% |
5 Year | 5.84% | 6.26% |
SIP Return Analysis
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.04% | 2.13% |
1 Year | 7.75% | 8.2% |
3 Year | 7.32% | 7.65% |
5 Year | 6.42% | 6.75% |
Rolling Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Year | 6.54% | 7.56% |
3 Year | 5.15% | 7.75% |
5 Year | 5.77% | 8.14% |
Risk Management
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 0.437% | 0.456% |
Sharp | -0.089% | 0.762% |
Beta | 3.082% | 2.926% |
Alpha | -0.638% | -0.357% |
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Fund Managers
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Name | Anil Bamboli | Dhaval Joshi |
Total AUM | ₹135442 Cr | ₹361932 Cr |
Funds Managed | 12 | 55 |
HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
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